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Latest Laraway Financial Advisors Inc Stock Portfolio

$164Million | No. of Holdings #140

Laraway Financial Advisors Inc Performance

2026 Q2-1.65%
YTD-4.26%
2025+19.17%

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $164.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, VB. The fund has invested 7.7% of it's portfolio in APPLE INC and 4.6% of portfolio in VANGUARD INDEX FDS. <br><br> They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), MEDTRONIC PLC (MDT) and EXXON MOBIL CORP (XOM). Laraway Financial Advisors Inc opened new stock positions in NEXTERA ENERGY INC (NEE), GE AEROSPACE (GE) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and RBB FUND TRUST.
Laraway Financial Advisors Inc Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$164Million
  as of Aug 03, 2026

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of -1.65% in the last quarter. In trailing 12 months, it's portfolio return was 9.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nextera energy inc795,676
ge aerospace492,482
quanta svcs inc488,274
ge vernova inc390,054
invesco exch traded fd tr ii354,500
wisdomtree tr223,633
delta air lines inc del217,667
applied matls inc212,562
New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker% Inc.
vanguard index fds495
vanguard index fds294
schwab strategic tr79.83
rbb fund trust20.11
ab active etfs inc13.53
j p morgan exchange traded f10.78
automatic data processing in10.47
ab active etfs inc10.35
Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker% Reduced
micron technology inc-22.47
medtronic plc-19.75
exxon mobil corp-10.85
ishares core s&p total u.s. stock market etf-8.29
pepsico inc-8.26
universal hlth svcs inc-6.56
alphabet inc.-6.26
nike inc-5.98
Laraway Financial Advisors Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Laraway Financial Advisors Inc

Sector Distribution

Laraway Financial Advisors Inc has about 53.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Energy
Sector%
Others53.9
Technology18.3
Communication Services6.5
Healthcare5.1
Industrials3.8
Consumer Defensive3.6
Consumer Cyclical3.5
Financial Services2.9
Energy1.1

Market Cap. Distribution

Laraway Financial Advisors Inc has about 46.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED53.5
MEGA-CAP35.1
LARGE-CAP11.1

Stocks belong to which Index?

About 45.1% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others54.9
S&P 50045.1
Top 5 Winners (%)%
sandisk corp
257.3 %
MU
micron technology inc
214.5 %
INTC
intel corp
211.7 %
WDC
western digital corp
135.8 %
LRCX
lam research corp
101.5 %
Top 5 Winners ($)$
sandisk corp
1.8 M
LRCX
lam research corp
1.8 M
AAPL
apple inc
1.6 M
WDC
western digital corp
1.2 M
XLB
select sector spdr tr
1.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
NFLX
netflix inc
-25.7 %
NKE
nike inc
-21.6 %
CVX
chevron corp new
-19.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-17.8 M
VB
vanguard index fds
-3.4 M
NFLX
netflix inc
-0.4 M
WMT
walmart inc
-0.2 M
CVX
chevron corp new
-0.1 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 140 stocks in it's portfolio. About 36.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for Laraway Financial Advisors Inc last quarter.

$164.75MTotal Value
140Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Laraway Financial Advisors Inc, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Laraway Financial Advisors Inc's holding in Alps Etf Tr over time
0.19%14,023
$319.6K
0.19%
increased 0.04 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Laraway Financial Advisors Inc's holding in First Tr Exchng Traded Fd Vi over time
0.58%21,882
$954.3K
0.58%
increased 5.19 percentadded
AIRR
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

AIRR
Laraway Financial Advisors Inc's holding in First Tr Exchange-Traded Fd over time
0.31%6,285
$509.5K
0.31%
decreased 1.41 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Laraway Financial Advisors Inc's holding in Invesco Exch Traded Fd Tr Ii over time
0.22%1,170
$354.5K
0.22%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Laraway Financial Advisors Inc's holding in J P Morgan Exchange Traded F over time
0.95%30,865
$1.56M
0.95%
increased 10.78 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Laraway Financial Advisors Inc's holding in J P Morgan Exchange Traded F over time
0.48%14,043
$793.1K
0.48%
increased 3.78 percentadded
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
1.17%64,416
$1.93M
1.17%
decreased 0.09 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.94%14,171
$1.55M
0.94%
decreased 1.73 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.94%60,392
$1.54M
0.94%
decreased 0.54 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.48%7,375
$795.2K
0.48%
unchanged 0 percentunchanged
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.42%7,651
$694.6K
0.42%
increased 6.29 percentadded